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Financial Consultant

Company: Citizens & Northern Bank
Location: Hornell
Posted on: November 25, 2022

Job Description:

Financial ConsultantUS-NY-HornellJob ID: 2022-1934Type: Full-Time# of Openings: 1Category: CNFSHornellOverviewAt C&N, we have a mission to take care of our customers to be the only bank they need. As a Financial Consultant, you will be responsible for the development of new business of regional Trust, Brokerage and Insurance activities and promotes financial services. The Financial Consultant assumes responsibility for ensuring the optimum efficiency and effectiveness of account and investment administration when applicable.Responsibilities1. Financial Consultant identifies, develops, manages and nurtures relationships with clients, financial services prospects, branch offices and centers of influence to promote financial services and products. 2. Reviews administrative and investment matters. 3. Training and Education. 4. Customer Service - exemplifies C&N's Customer Service Standards. PM18QualificationsEducation: Bachelor's degree (B. A.) from four-year college or university or equivalent in a related field. Experience: 1-3 years of previous related experience and/or training.or Equivalent combination of education and experience. Certifications required within 6 months of employment: Series 63 and Series 7 Certifications required within 1 year of employment: Series 65 (or equivalent) and PA Life and Health insurance licensePI197651369

Keywords: Citizens & Northern Bank, Rochester , Financial Consultant, Accounting, Auditing , Hornell, New York

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